Condition | Smart Flows

The Condition flow block creates branches within a flow. Designers can set true or false conditions to determine which branch the flow takes.

Example:

If the contact is a salesperson(true), the flow generates a report.

If the contact is not a salesperson(false), the flow: creates a note, shows a message to the end-user, and sends an e-mail.

Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

Users can use linked fields to map data from your data set(s).
Users can use edit fields to customize the flow block.
Using delayed output settings to wait for signatures or file names of completed documents.

Basic settings

Index No.	Field name	Function
1	Add Block	Opens the Add flow block window to allow Designers to add flow blocks for the condition.
2	Edit Condition	Opens the Edit condition window.

Edit condition Occurs

When the Edit condition is set to Occurs, the system completes the condition block the first time the condition occurs.

Index No.	Field name	Function
1	Description	Sets the display name for the condition.
2	Initial Values	Selects the field to evaluate the condition.
3	Treat empty fields as not occurring	When checked, the system treats empty fields as not occurring. The system treats fields without data not occurring at all instead treating them as blanks. This reduces the number of fields to search for the condition.

Edit condition Occurs multiple times

When the Edit condition is set to Occurs multiple times, the system will run the condition branch every time the condition occurs. The primary difference in comparison to the Occurs condition is that the system runs the action multiple times vs only on the first occurrence.

Index No.	Field name	Function
1	Description	Sets the display name for the condition.
2	Field	Selects the field to evaluate the condition.
3	Treat empty fields as not occurring	When checked, the system treats empty fields as not occurring.
4	Operator	Sets the operator for the field with the following options: Does not equal, equals, is between, is greater than, is greater than or equal to, is less than, is less than or equal to, is not between

Example: Condition occurs if the value of multiple fields is between 2 and 5. Here's an example that will return TRUE if the value of the multi-field is between 2 and 5.

Notice the link icon next to the fields:

Select this to change the field to a linked field.
You can then select the pencil to select a data set field.

The select a field to use window displays.

This allows you to check the values of fields against the values of other fields.

Edit condition Value

When the Edit condition is set to Value, the system completes the condition block the first time the condition value occurs. This functions as the field's value being checked against another field's value. Most users utilize this function to validate and match values between fields.

Index No.	Field name	Function
1	Description	Sets the display name the condition.
2	Field	Selects the field to evaluate for the condition.
3	Field type	Sets the operator for the field with the following options: DateDate & Time, NumberText, Time, True/False